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Privacy Policy

IntroductionData ControllerData We CollectHow We Collect DataHow We Use Your DataData SharingData RetentionYour RightsData SecurityCookiesInternational TransfersUpdates to This PolicyContact Us

Introduction

At J. Knobel Investor Services Limited, we are committed to protecting your privacy. As a tied agent of Mega Equity Securities and Financial Services Public Limited (CySEC License No. 011/03), we process personal data in compliance with the EU General Data Protection Regulation (GDPR) and Cyprus data protection laws. This policy explains how we collect, use, and safeguard your information. 

Data Controller

  • Identity: J. Knobel Investor Services Limited tied agent of Mega Equity (CySEC License No. 011/03).
  • Contact: 55 Vyzantiou Street, 2064 Nicosia, Cyprus, Email: info@jknobel.com], Phone: +357 22 258790.
  • Mega Equity may also act as a data controller for services we provide on their behalf.

Data We Collect

We collect personal data to deliver our services (investment advice, reception and transmission of orders (RTO), financial planning), including:

  • Identity Data: Name, date of birth, ID number.
  • Contact Data: Email, phone, address.
  • Financial Data: Income, assets, investment preferences.
  • Technical Data: IP address, browser type, cookies (see Cookie Policy).
  • Transaction Data: Details of orders or advice provided.

How We Collect Data

  • Directly: When you contact us, book appointments, or use our services.
  • Automatically: Via website analytics (e.g., cookies) or forms.
  • Third Parties: From Mega Equity or regulatory bodies for compliance.

How We Use Your Data

We process data for:

  • Service Delivery: Providing advice, transmitting orders, or planning your finances.
  • Compliance: Meeting CySEC, MiFID II, and anti-money laundering (AML) obligations.
  • Communication: Responding to inquiries or sending updates (with consent).
  • Website Improvement: Analyzing usage to enhance user experience.
  • Legal Basis: Contract (service delivery), legal obligation (compliance), legitimate interest (website analytics), or consent (marketing).

Data Sharing

We share data only as necessary:

  • Mega Equity: To execute orders or comply with CySEC regulations.
  • Regulators: CySEC or AML authorities, if required.
  • Service Providers: Trusted processors (e.g., IT, analytics) under GDPR-compliant agreements.
  • We do not sell your data or share it beyond these purposes.

Data Retention

  • We retain data only as long as needed for services, compliance (e.g., 5 years per Cyprus AML laws), or legal claims.
  • After this, data is securely deleted or anonymized.

Your Rights

Under GDPR, you have the right to:

  • Access: Request your data.
  • Rectify: Correct inaccurate data.
  • Erase: Request deletion (subject to legal obligations).
  • Restrict: Limit processing in certain cases.
  • Portability: Receive your data in a portable format.
  • Object: Oppose processing (e.g., marketing).
    To exercise these, contact us at info@jknobel.com. You may also complain to Cyprus’s Data Protection Commissioner: www.dataprotection.gov.cy, +357 22818456.

Data Security

  • We use encryption, access controls, and secure servers to protect your data.
  • Despite our efforts, no system is fully secure report breaches to us immediately.

Cookies

  • Our site uses cookies for analytics and functionality.
  • Manage preferences via our Cookie Consent tool or browser settings.
  • See our [Cookie Policy] for details.

International Transfers

  • If data is transferred outside the EU, we ensure GDPR safeguards.

Updates to This Policy

  • We may update this policy to reflect legal or operational changes. Check here for the latest version.
  • Last Updated: April 2025

Contact Us

J. Knobel Investor Services Limited

55 Vyzantiou Street

Nicosia 2064

Cyprus

Email: info@jknobel.com 

Phone: +357 22 258790

Last Updated: April 2025